Source description
About the role
Area(s) of responsibility
-
Work closely with business stakeholders (Sales, Service, Operations, Supply Chain) to understand and document CRM requirements.
-
Analyze manufacturing-specific processes such as lead-to-order, order management, forecasting, dealer/distributor management, and after-sales service.
-
Translate business needs into functional requirements, user stories, process flows, and acceptance criteria.
-
Support Salesforce implementations across Sales Cloud and Service Cloud.
-
Configure Salesforce features such as objects, fields, validation rules, workflows, flows, and reports (as needed).
-
Act as a bridge between business users and technical teams (Salesforce Developers, Architects).
-
Support UAT planning, execution, defect triage, and sign-off.
-
Drive data quality, CRM adoption, and process standardization.
-
Prepare documentation including BRD, FRD, test scenarios, and training materials.
-
Perform requirement analysis, fit-gap analysis, and functional design documentation.
-
Conduct solution assessment and validation to ensure alignment with business needs.
-
Coordinate project activities including planning, tracking, and execution of deliverables.
-
Monitor timelines, dependencies, risks, and ensure timely delivery of project milestones.
-
Provide regular status updates to stakeholders and escalate risks/issues when required.
-
Collaborate with cross-functional teams to ensure alignment and smooth delivery.
-
Support release planning, change management, and post-go-live support activities.
-
Ensure requirement changes are assessed, documented, and approved by stakeholders.
More at Birlasoft
Related open roles
SF EC TO-Lead Consultant - Enterprise Apps
Mumbai
Title SAP SD Functional Specialist-Enterprise Apps
India
Senior SAP SuccessFactors Employee Central and Time Off Lead Consultant
India
Sr Lead Consultant - SAP CRM Functional
Bangalore
ServiceNow IT Operations Management Subject Matter Expert
Hyderabad
Sr Lead Consultant Sap Sd Hinjawadi
Mumbai